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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

Add or edit a time span

Use the
Time Span
 screen to add or edit fixed or floating financial periods.
Before you begin
Verify that you have the required permissions:
  • View
     permission lets you view time span data.
  • View
     and
    Edit
     permissions let you add and edit time span data.
Permissions are managed in
Administration
Users
Product Permissions
Company Info
.
  1. Go to
    ONESOURCE
    Administration
    Company Info
    Time Span
    .
  2. Select
    Add Time Span
    .
    note
    If no time span data exists,
    Add Time Span
     appears.
  3. Select one of the following options:
    • Fixed
      : Use this option when financial periods follow the same month and date structure each year, such as standard calendar or fiscal dates.
    • Floating
      : Use this option when financial periods vary by year based on specific rules, such as weekday alignment.
  4. If you selected
    Fixed
    , enter the required
    Month
     and
    Date
    .
  5. If you selected
    Floating
    , enter the
    Year
    ,
    Month
    ,
    Day
    , and
    Method
     that define the period.
  6. For floating time spans, filter records by
    Year
    .
  7. To add or update a description, select the
    pencil
     icon in the
    Actions
     column, enter the description, and save your changes.
ONESOURCE saves the time span information and makes it available for use across ONESOURCE products.